- HSBC (Arcadia, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment… more
- Citigroup (Fullerton, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- JPMorgan Chase (Sherman Oaks, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- City National Bank (Beverly Hills, CA)
- *ACCOUNT SUPPORT OFFICER * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment ... As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts...on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also instrumental as… more
- City National Bank (Los Angeles, CA)
- *ASSISTANT INVESTMENT OFFICER (FLOATER)* WHAT IS THE OPPORTUNITY? Assist Investment Officers in managing and servicing a highly diverse, high net-worth client base. ... Investment Advisory Program. Support the Financial Advisors when the Investment Relationship Officers are not available. * Excellent interpersonal skills and … more
- City National Bank (Los Angeles, CA)
- *PRIVATE BANKING OFFICER II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers ... services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain… more
- RGP (Irvine, CA)
- …the account, reviewing and approving the Investment Policy Statement and building a relationship with the donor advisor. + Consult with legal counsel as appropriate ... acumen, evidenced by experience in working either in foundations, family offices, or wealth management + Ability to effectively communicate with all levels of the… more
- City National Bank (Beverly Hills, CA)
- …and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the ... Relationship Manager with minimal supervision. Is also instrumental as...of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required. *Skills and… more
- City National Bank (Los Angeles, CA)
- …This position will work with the City National Bank's ("CNB") Business Control Officer ("BCO") team for Corporate Functions, supporting the Chief Data & Analytics ... and Regulators as necessary to help support Banking and Wealth Management activities. * Responsible for the adoption of...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more